Simplex Trading
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Simplex Trading’s OptimizeRx OPRX Stock Holding History

Simplex Trading’s Portfolio OPRX Stock Details OPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$281K Buy
+44,700
New +$415K ﹤0.01% 3894
2025
Q4 		– Sell
-2,900
Closed -$59K – 9652
2025
Q3 		$59K Sell
2,900
-800
-22% -$12.7K ﹤0.01% 6290
2025
Q2 		$49K Sell
3,700
-6,200
-63% -$67.8K ﹤0.01% 5938
2025
Q1 		$85K Buy
9,900
+6,600
+200% +$40.3K ﹤0.01% 5226
2024
Q4 		$16K Buy
+3,300
New +$18.4K ﹤0.01% 6862
2024
Q3 		– Sell
-22,700
Closed -$227K – 9265
2024
Q2 		$227K Buy
22,700
+22,500
+11,250% +$247K ﹤0.01% 4543
2024
Q1 		$2K Sell
200
-11,600
-98% -$168K ﹤0.01% 8432
2023
Q4 		$168K Buy
11,800
+10,300
+687% +$98.8K ﹤0.01% 4839
2023
Q3 		$11K Sell
1,500
-66,000
-98% -$718K ﹤0.01% 7119
2023
Q2 		$964K Buy
67,500
+63,800
+1,724% +$909K ﹤0.01% 2635
2023
Q1 		$54K Sell
3,700
-57,500
-94% -$962K ﹤0.01% 5840
2022
Q4 		$1.03M Buy
61,200
+44,100
+258% +$763K ﹤0.01% 2431
2022
Q3 		$253K Sell
17,100
-19,600
-53% -$387K ﹤0.01% 4302
2022
Q2 		$1M Buy
36,700
+21,000
+134% +$622K ﹤0.01% 2619
2022
Q1 		$592K Buy
15,700
+3,000
+24% +$133K ﹤0.01% 3621
2021
Q4 		$788K Sell
12,700
-32,200
-72% -$2.44M ﹤0.01% 3194
2021
Q3 		$2.65M Sell
44,900
-300
-0.7% -$18.8K ﹤0.01% 1805
2021
Q2 		$2.8M Buy
45,200
+44,888
+14,387% +$2.28M ﹤0.01% 1754
2021
Q1 		$1.52M Buy
312
+295
+1,735% +$14.2K ﹤0.01% 1926
2020
Q4 		$52K Sell
17
-40
-70% -$980 ﹤0.01% 6139
2020
Q3 		$118K Buy
+57
New +$979 ﹤0.01% 4717
2019
Q4 		– Sell
-232
Closed -$335K – 7780
2019
Q3 		$335K Buy
232
+47
+25% +$727 ﹤0.01% 3059
2019
Q2 		$299K Buy
+185
New +$2.5K ﹤0.01% 3077

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplex Trading's OPRX Position: Q1 2026 in Review

Simplex Trading sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 4,091 shares — an estimated $38K sold.

Simplex Trading first reported a position in OPRX in Q4 2020 and held it in 12 quarters. The position peaked at $280K in Q2 2024. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Simplex Trading reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 4,091 OptimizeRx shares in Q1 2026, an estimated $38K.
  • Simplex Trading first reported a position in OptimizeRx in Q4 2020 and held it in 12 quarters.
  • Simplex Trading's OptimizeRx position peaked at $280K in Q2 2024.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.